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FPPAX vs RLBAX
FPPAX vs RLBAX Comparison
Open Charts FPPAX vs RLBAX
MFS Prudent Investor A
Price$11.88
Change-$0.04 (-0.34%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R1
Price$34.46
Change-$0.42 (-1.20%)
VolumeN/A
CapitalizationN/A
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FPPAX vs RLBAX Comparison Chart
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FPPAX vs. RLBAX commentary
Sep 08, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FPPAX is a StrongSell and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 228B vs. FPPAX (33.3M). FPPAX (1.61) and RLBAX (1.59) have matching dividends . FPPAX was incepted earlier than RLBAX: FPPAX (7 years) vs RLBAX (22 years). RLBAX is a more actively managed with annual turnover of: 171.00 vs. FPPAX (60.00). RLBAX has a lower initial minimum investment than FPPAX: RLBAX (250) vs FPPAX (1000). RLBAX annual gain was more profitable for investors over the last year : 17.92 vs. FPPAX (10.28). RLBAX return over 5 years is better than : 31.48 vs. FPPAX (15.46).
| FPPAX | RLBAX | FPPAX / RLBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 22 years | - |
| Gain YTD | 4.105 | 10.312 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.3M | 228B | 0% |
| Annual Yield % from dividends | 1.61 | 1.59 | 101% |
| Returns for 1 year | 10.28 | 17.92 | 57% |
| Returns for 3 years | -1.48 | 7.20 | -21% |
| Returns for 5 years | 15.46 | 31.48 | 49% |
| Returns for 10 years | N/A | 42.93 | - |